How big is Triwest Group, LLC's plan?

Triwest Group, LLC's plan reported $6.0M in assets and 22 participants for 2024.

Original filing (PDF)20250618111944NAL0003365104001

Triwest Group, LLC

Name: Triwest Group, LLC — Triwest Group Safe Harbor, Form 5500 (2024)
Creator: Triwest Group, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Triwest Group Safe Harbor 401(k) 401(k) Plan

401(k) retirement plan · Triwest Group, LLC's Triwest Group Safe Harbor 401(k) 401(k) Plan held $6.0M in plan assets for 22 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$6.0M

Net assets (EOY)

$6.0M

People on this filing

LISA Simonson signed Triwest Group, LLC's 2024 Form 5500 as plan administrator.

LISA Simonson — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Triwest Group, LLC's EIN is 84-1504098.

EIN 84-1504098

Plan number 001

Plan year 2024

ACK ID 20250618111944NAL0003365104001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Triwest Group, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Triwest Group, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for TRIWEST GROUP, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score